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Corient

Matched across 3 name variants in the filings

Market position · 2024

Plans served7+5 YoYRank #2019 of mapped providers
Assets under administration$30.9B0.0%Share of filed assets - rank #522
Fees received$168,626Median $19,094/planSum across Schedule C direct + indirect
Net wins YoY+44 won - 0 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Large plans that name Corient as recordkeeper and list their funds in their filing.

Plans
1
$17.6M in funds
In collective trusts
0%
average plan
In Corient funds
0%
average plan
In index funds
79%
average plan

Top managers in these lineups

ManagerPlans
Vanguard1
Dimensional1

Target-date series

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.